Streamline your data management process with the Moosend + Redtail integration

Moosend is an email marketing solution that comes with a series of advanced tools for sending great newsletter, manage contact lists and monitor the campaign performances. Its user-friendly responsive visual editor (which allows you to design an email that perfectly works on mobile devices too) is enhanced by automation features, for an easy visual workflow setup that also includes conditionals steps and pre-configured actions. Once you have configured your automated workflow, Moosend will send triggered email messages, based on subscribers’ behaviors (including shopping cart abandonment), in order to send the right email to the right person at the right time.

One of the most interesting features provided by Moosend is the real time tracking, that allows you to to get advanced analytics for your email marketing campaigns in real time. The Moosend Analytics includes CTR (for each link included into the email messages), receivers’ client, devices and location and advanced stats for each subscriber. Moosend also provides transactional emails service, API and SMTP integrations, and integrations with several services and platforms such as Salesforce, MailChimp, Woocommerce and Optimonk (for lead generation purposes). Its user-friendly responsive visual editor (which allows you to design an email that perfectly works on mobile devices too) is enhanced by automation features, for an easy visual workflow setup that also includes conditionals steps and pre-configured actions.

Once you have configured your automated workflow, Moosend will send triggered email messages, based on subscribers’ behaviors (including shopping cart abandonment), in order to send the right email to the right person at the right time. One of the most interesting features provided by Moosend is the real time tracking, that allows you to to get advanced analytics for your email marketing campaigns in real time. The Moosend Analytics includes CTR (for each link included into the email messages), receivers’ client, devices and location and advanced stats for each subscriber. Moosend also provides transactional emails service, API and SMTP integrations, and integrate several services and platforms such as Salesforce, MailChimp, Woocommerce and Optimonk (for lead generation purposes).

Redtail CRM is a web-based software designed exclusively for financial professionals. This Intuitive and user-friendly software is used by financial advisers and financial management companies to track their customers' data and the activities they perform for them. Redtail aims to simplify work flows and automate client management.

This CRM helps users quickly access any information they need. It can generate customer and account reports.

Users can also send messages and attachments to groups of leads or potential leads. The CRM software provides useful information such as the marketing campaign that generated a lead or a potential prospect. Redtail CRM offers the possibility of organizing seminars and allows users to manage and track them all in one place.